bsommer

Participant | Diamond Partner

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Brad Sommer

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MJZook on December 30, 2019

Duplicate Deals/Link Deals

I would like to bring up the idea to link deals or duplicate from one pipeline to another pipeline to trigger the workflow in the other pipeline. All notes, tasks, contacts, etc are duplicated into the other pipeline. Example: A deal that is in read more

Reply Idea Deals Workflows

77 upvotes

19 Replies

bsommer

Participant | Diamond Partner

December 21, 2022

This is an essential feature that needs to be added. While there are a couple addons that can help manage this today, most of our customers don't lik...read more

gsatwik on January 17, 2020

Multi-Select Drop Down Field for Forms

The idea is to have a Multiple Select Drop-down, which can enable a form visitor to select multiple options for a property by clicking on a dropdown and searching for an option. This would essentially be an altrenative for Multiple Checkbox Field Ty read more

Reply Idea Forms

129 upvotes

50 Replies

bsommer

Participant | Diamond Partner

August 04, 2022

This concept is fundamental to data integrity for many of my clients. It is preventing us from being able to accurately associate contacts with accou...read more

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